Loans and Contributions/Loans
Employee Payroll Information/Loans

[Employee Deductions Registration], [Deductions Follow-up Processes], [Other Employee Data Registration]

Usage

Use this tab to register, modify, or review loans registered for the employee.

The header part of the tab allows you to switch the view of registered loan records. All registered records, or records with the required status on a given date, can be displayed according to the selected option.

If necessary, right-click a row for the following options:

• Loan Details... in order to open the Employee Loan window,
• Loan Parameters... in order to open the Employee Loan Parameters window,
• Generate Installment Plan in order to run the Generate Installment Plan assistant,
• Delete Installment Plan in order to remove an existing installment plan,
• Activate in order to activate the loan,
• Suspend in order to change the state of the loan to Suspended,
• Restart in order to renew repayment of the loan,
• Loan Payment and then Payment Definition... in order to open the Loan Disposition window,
• Loan Payment and then Generate Payment Order... in order to run the Employee Loan Payment Transfer assistant,
• Loan Payment and then Create Payment Postings... in order to generate postings for a selected loan payment,
• Loan Payment and then View Payment Postings... in order to open the Loan Preaccounting window,
• Loan Payment and then Book Payment... in order to book the payment defined for the selected loan,
• Loan Cease Booking and then Create Postings... in order to generate postings for the loan cease,
• Loan Cease Booking and then View Postings... in order to open the Employee Loan Postings window,
• Loan Cease Booking and then Remove Postings... in order to remove all postings created for a ceased loan,
• Loan Cease Booking and then Book Repayment... in order to book the whole selected loan repayment,
• Define Preposting... in order to open the Employee Loan Preposting Definition window,
• Cease in order to cease the repayment of an active loan,
• Close in order to close active loan processing,
• Move to Endorsee in order to run the Loan Endorsement assistant.

Activity Diagrams

Employee Loan Registration and Payment
Loan Installments Registration / Regeneration
Employee Loan Deduction and Modification
Loan Payment Transfer Generation
Deduction Accounting
Deduction Transfer Generation

Activities

Register Loan
Define Loan Payment
Activate Loan
Define Additional Loan Parameters
Suspend Loan
Re-activate Loan
Cease Loan
Define Prepostings for Loan Payment
Create Postings for Loan Payment
Book Loan Payment
Book Loan Cease
Define Prepostings for Loan Repayment
Create Postings for Loan Repayment
Book Loan Repayment
Overview Loan Payment